With the "Can Upload" feature, System Administrators can allow End Users to upload their own headshots, photography, logos, and more.
There are a number of use cases where System Administrators will want to allow End Users to upload their own images into image layers. This article reviews this process with examples where End Users are uploading their own headshots and logos into templates.
User-Uploaded Headshots
The ability for End Users to upload their own headshot to a template provides flexibility for the End User and time savings for the Administrator.
Example: Creating a Business Card
The simplest way to allow an End User to customize a material with their headshot is to allow them to directly upload a photo into a template using the "Can Upload" feature.
In the example above, End Users can use the Upload button to upload a headshot into their My Assets folder. Using the Select button, End Users can crop and apply their headshot to the business card in seconds. (Note that the Can Crop functionality has to be toggled On for cropping to be available).
The My Assets folder is ONLY visible to the End User that uploads the asset (this includes Admins) and assets uploaded in this way are available in any image slot on any template that allows user uploads. The My Assets folder is accessed from the My Stuff tab on the navigation bar.
Recommended Image Layer Settings for Headshots
- Position Lock is set to On - If the headshot is specifically placed in relation to other elements, End Users should not be resizing or moving the headshot.
- Content Lock is set to Off - This makes the image layer visible and editable to the End User.
- Enforce Print Quality - This is set to On so that End Users aren't uploading low-quality images. This configuration requires End Users to upload a photo that is the same or higher quality than the original file that was used to create the image layer. If you want to provide freedom and flexibility to End Users, leave it turned Off.
Additional reading/context is available in the Setting the Image Slot Size and Image Layer Options for Templates at the bottom of this page. - Content Source - Depending on the role of the End User customizing the material, the content source can be set to All, which will show the photos that are available to that End User in the Media Library or Content Groups, which will limit the available images to the groups the Admin designates. Note that Content Links cannot be chosen for an image slot that will allow End User uploads.
- Can Crop - Allows End Users to Crop their headshot. It is highly recommended that this be turned on when allowing user uploads.
- Can Upload - Required to be on for End Users to upload their headshots.
- Must Change - If the default image has FPO language (i.e. "Add Your Headshot Here"), then Must Change should be toggled to On.
Note that any headshots uploaded using the Upload button will only be available to that End User.
User-Uploaded Logos
In this example, the image layer is set to allow the End User to upload their own logo. There are a couple of differences between images and logos:
- Logos should never be croppable (this is a brand compliance risk.)
- Logos come in a wide variety of aspect ratios - from wide rectangular to square.
- Logos can come in all sorts of formats and sizes and source files can be hard to track down at the local level.
Recommended Image Layer Settings for Logos
- Position Lock Set to Off - The "Position Lock" setting will allow End Users to upload any aspect ratio and resize/reposition as needed for their individual logo. As an example, the same image layer can handle both logos:
Note: this setting comes with a bit of risk, as End Users will be able to re-size and re-position the logo. This might be a good candidate for an Approval workflow. - Content Lock Set to Off - This will allow End Users to upload their logos.
- Can Crop - This should be set to Off so that logos aren't croppable.
- Must Change - If the default image has FPO language (i.e. "Add Your Logo Here"), then Must Change should be toggled to On.
- Use the Enforce print quality functionality but set the dimensions to ones that End Users should be able to meet. If the dimensions are too high, you may increase the number of calls/emails you get from End Users saying they can't upload their logo. Below is an example of a logo that is too small to meet the requirements (The logo slot itself is .765 in, which at 300 DPI equates to roughly 229 pixels.)
Additional reading/context is available in the Setting the Image Slot Size and Image Layer Options for Templates at the bottom of this page.
Related Reading
Setting the Image Slot Size